Filters are found on the upper panel where you will have options to view certain details or filter using the following:
- Search Bar - you can do a quick search by typing a key word in the Search Bar.
- Client List - view specific client by selecting in the drop-down list.
- Follow Up - search for specific follow up date set with client.
- Industry - search specifically the type of industry using the dropdown list.
- Location - filter by client location (country).
- Deleted - filter your clients including those Deleted or
- DNCL (Do Not Call List) - fliter clients including those in the DNC list.
- Select clients alphabetically (found on the left side)